Dubsado Setup
Done-for-you Dubsado Setup with expert training
Manage clients
Automate systems
Grow Your business
Whether you’re a three-person startup or multi-million dollar business, the odds are you (and your team) are wasting valuable time, energy, and money on the following tasks:
Following up with leads (or forgetting to)
Customizing individual proposals for every bid
Sending contracts and invoices
Onboarding clients and sending welcome letters
Writing the same emails over and over
All the while feeling overwhelmed managing your leads and client onboarding experience while possibly letting things slip through the cracks.
Organize + Systemize your Business with Dubsado
Implementing Dubsado will drastically improve the efficiency, organization, and systemization of your business while also elevating your client experience.
With Dubsado, you’ll:
Run your business with ease by streamlining everything from inquiry response to documentation and calendar management
Remove manual, repetitive work and reduce errors with automated workflows, recurring payments, confirmation emails, payment reminders, and more
Provide an efficient onboarding experience for clients, which sets the tone for a successful project
Get your time back with our done-for-you Dubsado Setup
Be Aligned
Free Be Aligned Guide
At Be Aligned, we know you’re the type of business owner who’s tired of doing All. The. Things.
You understand there’s a better way to run your business and optimize your workflow but you’re not sure how to get there.
We’ll free you from the mundane, repetitive admin tasks in your business so you can stay in your zone of genius and get back to positively impacting your clients’ lives.
In other words, we’ll help you to stop working in your business so you can start working on your business.
EASY AS 1—2—3
SCHEDULE A CALL
It’s not a sales call, it’s an alignment call to see if we’re a good fit for working together, and it goes both ways!
01
How It Works
DUBSADO SETUP
Get expert training on implementing and automating Dubsado workflows that streamline your client experience and free you from repetitive admin tasks.
02
SCALE YOUR BRAND
Stay organized while delivering top-notch service to your clients so you can get back to doing what you love.
03
Dubsado Setup
Dubsado Setup
TIMELINE: 1 WEEK | INVESTMENT: $3,300
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Here’s what you get:
Our perfected client onboarding process
Professionally branded and white-labeled client portal
Fully integrated invoicing system and payment schedules
Automated workflow to streamline operations (one workflow included)
Custom forms, questionnaires, and proposals (up to three included)
Stunning form design with consistent branding throughout
Automated lead capture response with call to action
Canned emails that convert leads to customers
Synchronized calendar and email integration
Expert one-on-one training to become proficient in using Dubsado
Personalized video training you can refer back to at any time
Two weeks post-launch email support (ask a question and we’ll record a video answer)
Scale your business with our Dubsado setup services
Automation + systemization is the key to scaling your business.
Be Aligned can set your business up for success by helping you work smarter, not harder, so you can get back to doing what lights you up.
If you’re ready to run your business with the precision of a Swiss watch, schedule a call today.